金吾财讯 | SaaS概念股盘初多股走高，迈富时(02556)涨9.53%，汇量科技(01860)涨3.18%，金蝶国际(00268)涨3.00%，金山软件(03888)涨2.69%，联易融科技-W(09959)涨1.63%。消息面上，不同于AI工具将完全替代传统SaaS的普遍观点，Technavio新近研究报告指，2024年全球SaaS市场规模达867.403亿美元，2029年预计规模为1993.684亿美元，2024-2029年CAGR18.1%，五年增量达1126.281亿美元，2029年同比增速更是预计仍高达22.04%。报告认为，全球SaaSCRM处于高速成长期，零售、电信IT、BFSI是核心行业；服务与支持、销售是核心场景；北美主导、亚太最快增长；AI与数据分析是核心竞争力，数据安全与集成是主要瓶颈。
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